Skip to main content
  • Every task gets done by a person, AI, or an app. Tallyfy runs all three

    People
    Workflow overview
    Start here
    Documentation
    Tasks & Approvals
    Forms
    Live Status
    Automations
    Guest Access
    AI
    Tallyfy AI
    Start here
    Control AI
    MCP server
    ChatGPT
    Claude
    AI agents
    Apps
    Integrations
    Start here
    Tallyfy VaultSoon
    API & webhooks
    SSO
    Robotics
    Customer stories SOC 2 Type II

    Every task gets done by a person, AI, or an app. Tallyfy runs all three

    Speak with us
    Customer stories SOC 2 Type II

    People

    Workflow overview DocumentationTasks & ApprovalsFormsLive StatusAutomationsGuest Access

    AI

    Tallyfy AI Control AIMCP serverChatGPTClaudeAI agents

    Apps

    Integrations Tallyfy VaultSoonAPI & webhooksSSORobotics
  • Pricing
    Start here
    ROI Calculator
    Non Profit Pricing
    Billing
    Kim Berzack
    Kim Berzack
    Marketing, West Community Credit Union
    “Tallyfy revolutionized how we manage marketing projects. It lets us launch campaigns and track every part, ensuring nothing falls through the cracks.”
    Speak with us
    Pricing ROI CalculatorNon Profit PricingBilling
  • Product Documentation
    Start here
    Free Tools
    Blog
    Guides
    Templates
    Solutions
    Alternatives
    Product Updates
    Services
    Gwen Tormey
    Gwen Tormey
    CEO
    “Tallyfy has been transformative for us. It has reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow.”
    Speak with us
    Product Documentation Free ToolsBlogGuidesTemplatesSolutionsAlternativesProduct UpdatesServices
Sign InGet a Demo
Home Blog #project management

#project management

Explore related tags:

#workflow automation #workflow-automation #process improvement #engineering #ai-agents #business process management #workflow management #software-comparison
  • Jun 12, 2026 · Amit Kothari · Software Reviews

    Project management vs process management - the distinction that costs companies millions

    Project management and process management sound interchangeable. They are not, and the mix-up is the category mistake that quietly wastes a year. A project is temporary and unique; a process repeats. Asana, Monday and ClickUp are built for the first. If your work is the second, no feature list saves you.

    project-managementprocess-managementsoftware-comparison
  • The only PM software metric that matters: days to first use
    May 28, 2026 · Amit Kothari · Workflow and BPM

    The only PM software metric that matters: days to first use

    A frustrated r/projectmanagement thread wanted the PM tool with the fastest rollout, not the longest feature list. They were right. Pendo found 80% of software features are rarely or never used, so feature count is noise. The number that predicts whether a tool sticks is days from purchase to first useful workflow.

    workflow-automationproject-management
  • Why every project management tool fails recurring work
    May 22, 2026 · Amit Kothari · Workflow and BPM

    Why every project management tool fails recurring work

    A long r/projectmanagement thread weighed ClickUp, Asana, Notion, Trello, and more, all to settle which project management tool wins. Wrong question. Every one is built for the same shape: a project that is temporary, unique, and done once. Recurring work is the opposite shape, and that mismatch is why the tool you picked keeps letting you down.

    workflow-automationproject-management
  • Apr 20, 2026 · Amit Kothari · Software Reviews

    Project management software, or do you need a process tool?

    Most best-project-management-software lists rank the same dozen tools without asking the question that decides everything: does your work end, or does it repeat? Here is an honest look at Asana, Monday, ClickUp, and ten more, sorted by who they actually fit, plus where a process tool beats every one of them.

    software-comparisonproject-management
  • How Corestream eliminated manual errors and accelerated growth with Tallyfy
    Jan 5, 2026 · Amit Kothari · Tallyfy Case Studies

    How Corestream eliminated manual errors and accelerated growth with Tallyfy

    As Corestream scaled their project management platform, they used Tallyfy workflow automation to eliminate manual errors and accelerate onboarding. Documented workflows replaced scattered communication and preserved institutional knowledge.

    workflowcustomer storyproject-managementoperations
  • Meeting deadlines: 5 reasons why your team is finding it difficult
    Sep 8, 2020 · Amit Kothari · Workflow and BPM

    Meeting deadlines: 5 reasons why your team is finding it difficult

    Meeting deadlines is essential for the smooth running of your organization. PMI research shows 90 percent of all projects finish late. Here are 5 reasons why your team misses deadlines and ways you can support them in overcoming these obstacles

    project managementtime managementteam managementproductivitycommunication
  • Asana does projects well but misses repeatable work
    Aug 17, 2020 · Amit Kothari · Workflow and BPM

    Asana does projects well but misses repeatable work

    Dustin Moskovitz built Asana for one-off project coordination, not processes that repeat 50 times a month. Repeatable work like onboarding and approvals exposes a gap that project boards were never designed to fill.

    asanaproject managementworkflow automationasana review
  • How agile project management works in practice
    Nov 30, 2019 · Amit Kothari · Workflow and BPM

    How agile project management works in practice

    Agile project management breaks work into short sprints so teams adapt fast. Agile projects fail only 9% of the time versus 29% for waterfall, and Ken Schwaber's Scrum framework dominates with 87% adoption. Fix your processes before adding AI.

    agileproject managementscrumkanbanworkflow management
  • What is Podio and is it right for your team
    Jun 7, 2019 · Amit Kothari · Software Reviews

    What is Podio and is it right for your team

    Podio is a customizable work management platform owned by Progress Software with pricing from free to $19.20 per user per month. It organizes work through workspaces and apps but the learning curve is steep.

    collaboration softwareworkflow managementworkflow management softwarebusiness managementproject managementcloud
  • How to plan projects that never fall apart
    Feb 14, 2019 · Amit Kothari · Project Management

    How to plan projects that never fall apart

    Bent Flyvbjerg found only 0.5% of projects finish on time, on budget, and deliver promised benefits. Project planning done right fixes that. Here is an eight-step method to scope work, set real deadlines, prevent scope creep, and build plans that hold up against reality.

    project managementproject management basicsproject management processproject planning
  • Critical path method explained with real examples
    May 23, 2018 · Amit Kothari · Project Management

    Critical path method explained with real examples

    The critical path method, developed at DuPont in 1957, identifies which tasks determine your project timeline. Learn the PERT formula, build a network diagram and finish on time.

    project managementproject management basicsproject management best practicesproject management methodologiesproject management principlesproject management tools
  • How the 5W2H method turns vague plans into real action
    Dec 3, 2017 · Amit Kothari · Process Improvement

    How the 5W2H method turns vague plans into real action

    The 5W2H method from Kaoru Ishikawa and Toyota quality circles forces clarity with seven questions before work begins. One owner per task, real deadlines, and meeting minutes people act on.

    project managementbusiness processproject planningprocess improvementworkflow management
  • How to do a Project Status Report and What To Include
    Nov 27, 2017 · Amit Kothari · Project Management

    How to do a Project Status Report and What To Include

    A project status report needs four sections that the Project Management Institute considers best practice. This checklist covers executive summaries, milestone tracking, risk reporting, and current progress to prevent information overload.

    project managementproject planningbusiness managementcommunicationmanagement
  • Project risk management that works in practice
    Nov 22, 2017 · Amit Kothari · Project Management

    Project risk management that works in practice

    Project risk management is not about eliminating every threat. PMI data shows only about half of projects globally meet success criteria. A repeatable system catches problems early and turns risks into wins.

    project risk managementrisk assessmentproject management
  • Project onboarding that does not fall apart by week two
    Nov 14, 2017 · Amit Kothari · Project Management

    Project onboarding that does not fall apart by week two

    Project onboarding fails when handoffs are unclear and nobody documents the process. Gallup research shows manager involvement makes teams 3.4 times more likely to report successful onboarding.

    project managementproject management softwareproject onboardingteam buildingTeam Culture
  • How to run a project kickoff that does not fail
    Nov 14, 2017 · Amit Kothari · Project Management

    How to run a project kickoff that does not fail

    Most project kickoffs fail because teams skip the groundwork. Research by Antonio Nieto-Rodriguez shows roughly 40 percent of organizational value flows through projects, so a strong kickoff is not optional.

    project kickoffproject managementproject onboardingproject workflow
  • How to write a winning project proposal
    Oct 16, 2017 · Amit Kothari · Process Improvement

    How to write a winning project proposal

    A project proposal will make or break your attempt to win new business. This guide covers scope, budget, timelines, and methodology including PERT charts to help proposals stand out from the pile.

    process improvementproject definitionproject management
  • How a project charter saves your project from chaos
    Oct 16, 2017 · Amit Kothari · Project Management

    How a project charter saves your project from chaos

    A project charter is not just paperwork. PMI research shows organizations with proper governance waste 28 times less money on failed projects. It aligns goals, scope, and people before deadlines get missed.

    managementproject charterproject management
  • How project portfolio management saves real money
    Sep 27, 2017 · Amit Kothari · Project Management

    How project portfolio management saves real money

    PMI research shows organizations waste roughly $2 trillion yearly on failed projects. Project portfolio management treats projects like investments to help you pick winners, kill losers, and stop wasting resources.

    Business Growthimprove business performancePortfolio Managementproject evaluationproject management
  • PERT in project management explained plainly
    Sep 25, 2017 · Amit Kothari · Project Management

    PERT in project management explained plainly

    PERT uses three time estimates per task to find the minimum completion time for a project. Admiral William Raborn at the US Navy created it in 1958 for the Polaris missile program, and its estimation method remains useful today.

    PERTprogram evaluation and review techniqueproject chartproject management
  • How to manage change requests without the chaos
    Aug 26, 2017 · Amit Kothari · Project Management

    How to manage change requests without the chaos

    A change request is a formal proposal to alter a project or system. PMI data shows 52% of projects face uncontrolled scope creep. Learn a five step process to evaluate and track change requests properly.

    change managementchange requestchange-controlproject management
  • What is a Kanban system?
    Apr 23, 2017 · Amit Kothari · Technology Trends

    What is a Kanban system?

    A Kanban system uses pull-based signals to control inventory and workflow. Taiichi Ohno invented it at Toyota in the 1940s by studying supermarket restocking. Digital Kanban eliminates the paper card tracking problems that plagued earlier systems.

    kanbanproject management
  • Project management basics that actually matter
    Mar 21, 2017 · Amit Kothari · Project Management

    Project management basics that actually matter

    Project management is the discipline of planning, executing, and controlling finite activities with specific goals. Henry Gantt created the task-tracking charts still used today, and the core discipline has not changed since the 1860s transcontinental railroad.

    project management
  • Task vs project vs process management explained
    Nov 1, 2016 · Amit Kothari · Project Management

    Task vs project vs process management explained

    Tasks are single actions, projects are one-off multi-stage efforts, and processes are repeatable workflows - Tallyfy data shows 50% of teams pick the wrong category and buy the wrong tool

    best project management softwareprocess managementproject managementtask management
Home›Blog›Project management basics that actually matter
Tallyfy
Give people and AI a process to follow. Document, track, automate any workflow.
Schedule Chat
About Tallyfy
  • About Us
  • Contact
  • Academy
  • Blog
  • Careers
  • Press & Media Kit
Platform
  • Customers
  • Pricing
  • Templates
  • Integrations
  • Tallyfy AI
  • Tallyfy Vault
  • Partners
  • Uptime Status
IT & Compliance
  • Security & Compliance
  • Privacy Policy
  • Terms of Service
  • AI Use Policy
  • SOC 2 Type II
  • GDPR
Resources
  • Documentation
  • SOP Generation Tool
  • AI Task Reliability Tool
  • Guides
  • National Holidays
  • Solutions
  • Alternatives
Features
  • Documentation
  • Tasks & Approvals
  • Forms
  • Live Status
  • Automations
  • Guest Access
© 2026 Tallyfy, Inc. / Terms / Privacy

Share this page

Follow Tallyfy